RWM
Rialto Wealth Management Portfolio holdings
AUM $319M
AUM
$319M
AUM Growth
+$15.8M (+5%)
Cap. Flow
+$19.3M
Cap. Flow % of AUM
6.06%
Top 10 Holdings %Top 10 Hldgs %
40.15%
Holding
1,012
New
491
Increased
186
Reduced
119
Closed
18
Top Buys
| 1 | $8.5M | |
| 2 | $4.98M | |
| 3 | $2.31M | |
| 4 | $1.28M | |
| 5 | $1.17M |
Top Sells
| 1 | $2.82M | |
| 2 | $346K | |
| 3 | $239K | |
| 4 | $202K | |
| 5 | $188K |
Sector Composition
| 1 | Technology | 4.06% |
| 2 | Healthcare | 1.78% |
| 3 | Industrials | 1.23% |
| 4 | Financials | 1.15% |
| 5 | Real Estate | 0.62% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $687K | 0.22% | 3,651 | – | – | |||
| $685K | 0.22% | 20,620 -4,347 | -17% | -$144K | |||
| $677K | 0.21% | 1,272 +63 | +5% | +$33.6K | |||
| $673K | 0.21% | 3,375 -22 | -0.7% | -$4.39K | |||
| $673K | 0.21% | 1,815 | – | – | |||
| $662K | 0.21% | 11,278 +196 | +2% | +$11.5K | |||
| $624K | 0.2% | 6,540 -28 | -0.4% | -$2.67K | |||
| $623K | 0.2% | 9,827 +257 | +3% | +$16.3K | |||
| $603K | 0.19% | 5,719 +3,440 | +151% | +$363K | |||
| $601K | 0.19% | 26,145 +2,452 | +10% | +$56.4K | |||
| $584K | 0.18% | 1,013 +15 | +2% | +$8.65K | |||
| $584K | 0.18% | 11,613 -109 | -0.9% | -$5.48K | |||
| $573K | 0.18% | 14,912 +4,276 | +40% | +$164K | |||
| $558K | 0.18% | 3,698 -143 | -4% | -$21.6K | |||
| $544K | 0.17% | 10,664 +196 | +2% | +$10K | |||
| $539K | 0.17% | 5,101 +33 | +0.7% | +$3.49K | |||
| $532K | 0.17% | 3,315 -340 | -9% | -$54.6K | |||
| $529K | 0.17% | 20,471 +3,945 | +24% | +$102K | |||
| $516K | 0.16% | 16,508 +6,629 | +67% | +$207K | |||
| $482K | 0.15% | 5,370 +27 | +0.5% | +$2.42K | |||
| $448K | 0.14% | 1,240 | – | – | |||
| $440K | 0.14% | 1,723 -28 | -2% | -$7.16K | |||
| $429K | 0.13% | 18,306 +21 | +0.1% | +$492 | |||
| $426K | 0.13% | 13,876 -1,820 | -12% | -$55.9K | |||
| $412K | 0.13% | 7,876 -2 | -0% | -$105 |
